Ivy Zelman: Housing Market Downturn Isn't Over

Published: Aug. 15, 2023, 3:15 p.m.

b"Ivy Zelman, founder and CEO of Zelman & Associates, joins Forward Guidance to share her outlook on the U.S. housing market. Filmed on August 8, 2023.\\nToday\\u2019s interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm. \\n____\\nTo learn more about Zelman & Associates, email ted@zelmanassociates.com\\nFollow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n____\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\\n\\nZelman & Associates 2023 Virtual Housing Summit:\\nOur 16th Annual Housing Summit continues to provide rich market content, lively panel discussions and fresh perspectives on the housing ecosystem that is unique to Zelman & Associates.\\xa0Our panel discussions have C-Suite executives moderated by our elite team. We break down content, providing you with actionable insights that will help navigate the current market uncertainty and on into 2024. Zelman's ultimate goal (as always) was to provide you with the most accurate, in-depth and differentiated data and information to help you be successful in your endeavors.\\n\\xa0\\nRegistration Cost:\\xa0$850.00\\nSpecial Discount:\\xa0Email Kim Gray \\u2013\\xa0kim@zelmanassociates.com\\xa0to register and mention this podcast for a 25% discount!\\nHousing Summit Event Page:\\nhttps://www.meetmax.com/sched/event_96353/conference_home.html?bank_access=0&event_id=96353\\nHousing Summit Agenda:\\nhttps://www.meetmax.com/sched/event_96353/__agenda_cp.html\\nWhy Attend Our Housing Summit:\\n\\nDeemed The Best Housing-Related Conference of Year\\xa0\\n\\nAttended by over 1,000 Institutional Investors and Industry Executives\\xa0\\n\\nThought-Provoking Panels Across The Housing Mosaic\\xa0\\n\\nCorporate Access for Investors and Unique Networking Opportunities\\xa0\\n\\nA Who\\u2019s Who of Housing with all of the major public and private prevailing thought leaders in attendance\\n\\n\\xa0\\xa0\\xa0\\nAbout Zelman & Associates:\\nExtensive macro, sector and company-specific equity research, exclusive industry surveys, stock recommendations, and insights leveraging our constant flow of real-time data. Our insights help connect the dots between all aspects of the housing mosaic to inform strategies and decisions rooted in confidence. Serving institutional investors, corporations, private equity, fixed income, private investors, RIAs and more.\\nhttps://www.zelmanassociates.com/\\nTimecodes:\\n(00:00) Introduction\\n(00:28) Resilience Of The U.S. Housing Market\\n(09:28) Comparing the 2020 Housing Boom to the Early 2000s Housing Boom\\n(13:43) Commercial Real Estate: Multifamily Housing (Apartment Buildings)\\n(20:58) Shelter's Contribution To Overall Consumer Price Inflation\\n(22:35) Housing's Impact On Banking System\\n(25:53) Forecasts For Single-Family Housing\\n(32:20) Supply of Housing\\n(38:53) Outlook on Homebuilding Industry\\n(43:42) Negative Outlook On Home Improvement Industry\\n(48:22) Market For Mortgage-Backed Securities (MBS)\\n(51:06) The Fed Was Supporting The Market With Free Money\\n(52:37) Macro Outlook"